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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Whitefish | MT | 06/2012 | 03/2018 |
| Bank Of America, N.A. | Whitefish | MT | 11/2012 | 03/2018 |
| Stifel Nicolaus & Co Inc | Kalispell | MT | 04/2018 | 08/2019 |
| Lpl Financial | Whitefish | MT | 09/2019 | Present |
1)01/2001 - Outside/W2 Employment - PIN N CUE - 0% - NOT INVESTMENT RELATED - WHITEFISH, MT 59937 2)07/2018 - Business Entity for Tax/Investment Purposes - CETUS, LLC - 50% - INVESTMNET RELATED - WHITEFISH, MT 59937 3)07/2018 - Real Estate Rental - MACBO, LLC - 6570 HWY 93, Whitefish, MT 59937 - NOT INVESTMENT RELATED - WHITEFISH, MT 59937 4)09/2019 - DBA for LPL Business (entity for LPL business) - NOBLE WEALTH MANAGEMENT - 100% - INVESTMENT RELATED - WHITEFISH, MT 59937 5)07/07/2022 - Noble Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Business Development Consultant/Agent - Start Date - 06/16/2022 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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